Succession Planning

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We believe in transferring of the wealth to rightful beneficiaries is as important as wealth creation. We all think that we are invincible and nothing wrong can happen to us specially when we are young . Succession planning provides security to your family and gives peace of mind. It ensures your hard earned wealth is preserved and distributed the right way. We provide assistance in preparation of will, creating an integrated succession plan by looking at the bigger picture to integrate the plan. is an online website of Mr. Pankaj Ladha. The said website intends to provide educative and informative details related to investments and also provide online transaction facility in Mutual Funds. We do not charge any fees for these calculators and information, because we earn our commissions from the Mutual Fund companies. The website does not guarantee any returns or financial goal success by any means.

Disclaimer: This is our personal view that mutual funds and equity investments are subject to market risk. Please read all offer documents before investing. Each and every information provided is only for education and information purpose only. Please consult your adviser before investing.